AWA
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AGH Wealth Advisors’s Palantir PLTR Stock Holding History

AGH Wealth Advisors’s Portfolio PLTR Stock Details PLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$769K Buy
6,593
+590
+10% +$80.5K 0.49% 45
2026
Q1 		$878K Buy
6,003
+1,613
+37% +$247K 0.65% 31
2025
Q4 		$780K Sell
4,390
-30
-0.7% -$5.43K 0.59% 33
2025
Q3 		$806K Buy
4,420
+399
+10% +$64.7K 0.59% 31
2025
Q2 		$548K Buy
4,021
+723
+22% +$84.8K 0.45% 41
2025
Q1 		$278K Buy
+3,298
New +$290K 0.27% 88

Other funds holding PLTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AGH Wealth Advisors's PLTR Position: Q2 2026 in Review

AGH Wealth Advisors increased its Palantir (PLTR) stake by 9.8% in Q2 2026, buying an estimated $80.5K and bringing the position to 6,593 shares worth $769K. The position accounts for 0.49% of the portfolio, ranked #45.

AGH Wealth Advisors first reported a position in PLTR in Q1 2025 and has held it in 6 quarters since. The position peaked at $878K in Q1 2026. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • AGH Wealth Advisors held 6,593 shares of Palantir worth $769K as of Q2 2026.
  • AGH Wealth Advisors bought 590 Palantir shares in Q2 2026, an estimated $80.5K.
  • Palantir made up 0.49% of AGH Wealth Advisors's portfolio in Q2 2026, its #45 holding.
  • AGH Wealth Advisors first reported a position in Palantir in Q1 2025 and has held it in 6 quarters since.
  • AGH Wealth Advisors's Palantir position peaked at $878K in Q1 2026.
  • 2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on AGH Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.